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Jeremy OfficeCFP®, ChFC, CIMA

Maclendon is a boutique multi-family office catering to people with an entrepreneurial mindset.

Delray Beach, FL
Principal, Maclendon Wealth Management
Fee Structures: Asset-based, Commissions
Typical minimum client assets: $1M

This describes how advisors are compensated for their work. Learn more in our Guide to Advisor Compensation
Advisors offer free consultations to determine if you're a good fit for one another. Providing more information in the consultation request will help advisors have a better sense of what you're looking for. The advisor will contact you via email and set up a time to meet. Depending on the advisor, and your preferences, this could be an in-person or online meeting. You are under no obligation to engage them after meeting with them.
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  • 1 person found this answer helpful

    Watching the housing market go nuts in San Francisco, is now the time to buy? Worried about getting priced out.

    Personal Finance

    I would be careful in the current housing market.  It has much in the making for another bubble. 

    more »

    I would be careful in the current housing market.  It has much in the making for another bubble.  Check out our recent pieces on the current housing market:

    http://www.maclendon.com/new/maclendon/MaclendonMonthly/August2013/MacMonthly8-2013.html

    http://youtu.be/VmGNHckk30I


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  • 0 people found this answer helpful

    Do my spouse and I need to have separate Roth IRA accounts in order to contribute the max of $5,500 each, or can we contribute a combined $11,000 to one account?

    Investing, Roth IRA

    Yes, IRA’s are INDIVIDUAL

    more »


    Yes, IRA’s are INDIVIDUAL retirement accounts.



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  • 0 people found this answer helpful

    I am a sophomore in college who has racked up $15,000 in student loan debt, on track to have right under $40,000 in debt by the time I graduate (that includes interest). What is your advice (if any) for me?

    Paying for college, Personal Finance, Debt

    First devise a plan. Know what  your take home pay will be after graduation  and determine

    more »

    First devise a plan. Know what  your take home pay will be after graduation  and determine a budget to pay down your debt.



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  • 0 people found this answer helpful

    I'm single, mid 20s with a 50k job. I have no debt, no bills, live with parents. Over 2 years I've saved up about 40k, but have spent around 20k. Should I be saving more by this point?

    Personal Finance

    It sounds like the savings part is not the issue. I would re-evaluate your spending habits and make the

    more »

    It sounds like the savings part is not the issue. I would re-evaluate your spending habits and make the adjustments that you are willing make.



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    • 450 views
  • 0 people found this answer helpful

    Can a Roth IRA be used as an emergency fund since the contributions can be withdrawn penalty-free? Is this a good idea?

    Personal Finance, Investing, Roth IRA

    A Roth IRA should really never be used as an emergency fund unless is it absolutely necessary. The power

    more »

    A Roth IRA should really never be used as an emergency fund unless is it absolutely necessary. The power of compounded interest will end up costing you a lot more down the road than your
    current contribution withdrawals.



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    • 511 views
  • 0 people found this answer helpful

    I have $30K in student debt, currently working in healthcare. What are some ways to invest for my future?

    Retirement Savings, Investing, Retirement

    First, devise a plan and set up a budget to begin to pay down your student debt and live withyour means.

    more »

    First, devise a plan and set up a budget to begin to pay down your student debt and live with
    your means. Set up IRAs and take advantage of any employer sponsored retirement plans. Knowing that you are in healthcare I can assume you are aware of the rising costs of healthcare so I would also recommend getting a gym membership and actually using it. It could pay dividends later down the road in life.



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  • 0 people found this answer helpful

    What happens to my 401(k) if I change jobs?

    Investing, 401(k)

    The funds stay in the account but, you have a few options on what to do with the money. You can keep

    more »

    The funds stay in the account but, you have a few options on what to do with the money. You can keep it in your old company’s plan, if they allow it. You can roll it over to your new company’s plan or into an IRA. You can also cash it out, but will cost money in taxes.



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    • 264 views
  • 0 people found this answer helpful

    How can I help my daughter build credit?

    Personal Finance

    Co-sign on a credit card with a low limit, making sure she pays off her balance every month. Have them

    more »

    Co-sign on a credit card with a low limit, making sure she pays off her balance every month. Have them open a savings or checking account to build a financial foundation. Teach her to check her credit score to maintain accurate information. Co-sign on a loan with her, and either one of you could make the payments.



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  • 0 people found this answer helpful

    Where can you open an IRA?

    Investing, Traditional IRA, Roth IRA

    You can open an IRA through almost any large financial institution, including banks, mutual fund companies

    more »

    You can open an IRA through almost any large financial institution, including banks, mutual fund companies and brokerage firms. The biggest companies are Fidelity, Vanguard, and T. Rowe Price.



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    What happens if you exceed contribution limits on your retirement accounts?

    Retirement Savings, Investing, Retirement, Roth IRA

    According to the IRS, if you over-contribute to your 401(k) in 2013, you have until April 15, 2014,to

    more »

    According to the IRS, if you over-contribute to your 401(k) in 2013, you have until April 15, 2014,
    to withdraw the excess amount. If you don’t withdraw the extra contribution by April 15, you’ll have to pay income taxes on it.

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About



Maclendon Wealth Management is a boutique multi-family office built on a foundation of traditional values, sophisticated knowledge and custom-tailored solutions. We cater to successful, affluent individuals, families and businesses that have an entrepreneurial mindset and are looking for a dedicated team and exceptional wealth management services.

We offer those we serve unparalleled, uncompromised advice with exceptional personal service in a family office environment. Because our team shares an entrepreneurial outlook with our clients, we have the drive and focus we need to meet their unique needs. In addition to offering a full menu of traditional wealth management services, we also provide more specialized offerings, including non-traditional and alternative investments, venture capital, hedge funds, concierge services and business planning services. Whether we are assisting with retirement planning or advising on investing in a new business, we have an unwavering commitment to meeting the goals of our clients, who we see as true members of our family.



As a boutique firm, we provide each of our members with the full complement of education, experience and wisdom of our hand-picked team of professionals.

As an independent firm, we provide personalized investment advice uncompromised by the demands of Wall Street or a big corporation.

As a family-based firm, we provide our members with the high touch service and commitment found in relationships built to last.



When you decide to work with Maclendon Wealth Management, you’re not just hiring a financial advisor. You’re hiring an entire team of financial professionals.

Through our OneTeam™ approach, we deliver the very best possible advice to each Maclendon member. Unlike traditional financial planning and wealth management models, where just one person handles all your financial concerns, we are able to offer our members professional guidance on a broad range of wealth management issues. Each Maclendon professional has a clearly defined role that fits with his or her unique strengths—including wealth management, portfolio management, alternative investments and tax management—and which complement the strengths of the rest of the team. This allows us to work together efficiently and deliver the results you need. You receive seamless, personalized attention each step of the way.










Details

Contact Info
View contact info »
Email
aaustin@maclendon.com
Phone
5612933520
Web
I am available for web conferencing
Address
710 NE 3rd Avenue
Delray BeachFL 33444
Firm Website
Focus Areas
Personal Finance, Retirement, Investing
Client Specializations
Business Owners, Executives, Sudden wealth
Education
PhD, Corporate and Organizational Management, Lynn University

MBA, Business, University of Florida

BS, Finance/MIS, Miami University
Registrations
Firm CRD #157819
Regulatory Records
Please visit FINRA's website to review Maclendon Wealth Management's records
While designations are not everything when selecting a financial advisor, they often indicate a certain level of knowledge related to a specific field and/or commitment to certain ethical and professional standards. Please see our detailed Guide to Financial Advisor Designations for more information.
Designations
CFP®, ChFC, CIMA, CRPC, MBA

*Financial Advisor Disclaimer: We try to keep information accurate and up to date, however we cannot make warranties regarding the accuracy of our information.

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